+471.8%
WELL vs EMB
+31.5%
+440.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +1.0% |
| 7D | +2.7% | +0.5% | +2.2% | +2.0% |
| 30D | +9.8% | +0.9% | +9.0% | +8.4% |
| 3M | +5.8% | -2.1% | +7.9% | +9.0% |
| 6M | +16.2% | -2.2% | +18.4% | +19.7% |
| YTD | +34.9% | -0.6% | +35.5% | +35.4% |
| 1Y | +31.0% | +0.2% | +30.8% | +30.0% |
| 3Y | +205.4% | +29.5% | +175.9% | +104.0% |
| 5Y | +220.8% | +8.0% | +212.9% | +201.0% |
| 10Y | +471.8% | +35.3% | +436.5% | +321.5% |
| All | +471.8% | +31.5% | +440.3% | +321.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded EMB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling